All About Accounting - Pitney Bowes Connect+ Series Operator's Manual

All about Accounting

The Connect+® Series / SendPro® P-Series is designed with an integrated accounting capability that
specializes in single meter sites. You can use the accounting feature to track and account for postage
used by departments or individuals within your organization.
The accounting feature helps you to understand how your postage is spent and to find cost-saving
opportunities. You can charge postage back to departments or clients, apply surcharges to recover
mailing costs and report postage spend data over flexible time periods.
In addition, the accounting feature allows you to review the characteristics of your mailings to see if they
qualify for postal discounts.
The standard accounting package allows you to create up to 100 accounts and is available on all mailing
and shipping systems. You can purchase additional accounts, allowing you to create up to 3000
accounts.
If your mailing and shipping system uses Business Manager accounting, all account and transaction
management functions take place at the Business Manager Host PC. Refer to the help file provided with
the Business Manager application for more information.
Using a multi-level account structure
The accounting structure is based on three levels: account, sub account and sub sub account. Your
account names can contain up to 75 characters for each level plus separators (227 characters total).
Your accounting structure can vary depending on your requirements. You can structure your accounts in
single or multiple levels. For example, you can divide a top level department (account) into two additional
sub sections.
Account - When you create a top level account, you can charge funds and pieces to that account.
l
This is the account charged for postage because it does not have any subordinate (sub or sub sub)
accounts.
Example:
Account - Engineering
Pitney Bowes Operator Guide February, 2018
Accounting
Page 155 of 349